Nexthera Capital LP 13F 持仓 · 最近申报 2019年Q2
Nexthera Capital 在 2019年Q2（报告期截至 2019-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 1.20 亿美元。前几大持仓：ICPT（10.10%）、INSM（10.04%）、BOLD1（9.27%）。本季前 25 大持仓中：新建仓 11 只、增持 11 只、减持 1 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ICPT | Intercept Pharmaceuticals Inc | $12.1M | 10.10% | 152,441 | 增持 |
| 2 | INSM | Insmed Inc | $12.1M | 10.04% | 470,741 | 增持 |
| 3 | BOLD1 | Audentes Therapeutics Inc | $11.1M | 9.27% | 294,013 | 增持 |
| 4 | NBIX | Neurocrine Biosciences Inc | $7.8M | 6.50% | 92,380 | 增持 |
| 5 | SRPT | Sarepta Therapeutics Inc | $7.6M | 6.37% | 50,317 | 增持 |
| 6 | GBT | Global Blood Therapeutics Inc | $7.5M | 6.23% | 142,305 | 增持 |
| 7 | IMMU | Immunomedics Inc | $7.3M | 6.06% | 524,140 | 增持 |
| 8 | CHRS | Coherus Biosciences Inc | $7.0M | 5.82% | 316,316 | 新建仓 |
| 9 | ASND | Ascendis Pharma A/S | $6.9M | 5.78% | 60,266 | 新建仓 |
| 10 | PCRX | Pacira BioSciences Inc | $6.5M | 5.40% | 149,086 | 新建仓 |
| 11 | URGN | UroGen Pharma Ltd | $6.4M | 5.29% | 176,866 | 增持 |
| 12 | QURE | uniQure NV | $4.7M | 3.90% | 59,883 | 增持 |
| 13 | AMRN | Amarin Corp PLC | $4.5M | 3.72% | 230,295 | 增持 |
| 14 | ABBV | AbbVie Inc | $3.8M | 3.19% | 52,681 | 新建仓 |
| 15 | BHVN1 | Biohaven Pharmaceutical Holdin | $3.8M | 3.14% | 86,165 | 新建仓 |
| 16 | VTRS | Mylan NV | $2.0M | 1.63% | 102,560 | 新建仓 |
| 17 | ITCI | Intra-Cellular Therapies Inc | $1.9M | 1.55% | 143,665 | 新建仓 |
| 18 | REGN | Regeneron Pharmaceuticals Inc | $1.8M | 1.48% | 5,668 | 新建仓 |
| 19 | MDGL | Madrigal Pharmaceuticals Inc | $1.6M | 1.35% | 15,423 | 增持 |
| 20 | DERM2 | Dermira Inc | $1.3M | 1.10% | 138,102 | 新建仓 |
| 21 | GILD | Gilead Sciences Inc | $1.3M | 1.05% | 18,697 | 新建仓 |
| 22 | ANAB | AnaptysBio Inc | $679,000 | 0.57% | 12,026 | 新建仓 |
| 23 | AGN | Allergan PLC | $560,000 | 0.47% | 3,347 | 减持 |
| 24 | ACORQ | Acorda Therapeutics Inc | $0 | 0.00% | 0 | 清仓 |
| 25 | BHC | Bausch Health Cos Inc | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2019-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR